Practice 04

Strategic & Business Advisory

Independent advisory on the financial and strategic decisions that shape growth, expansion, restructuring and performance.

Available as a standalone practice. No other service is required.

Scope at a glance
  • Strategy, growth and expansion planning
  • DPRs, feasibility studies and CMA projections
  • Unit economics, cost and profitability improvement
  • Financial restructuring and transaction advisory
  • ERP and finance process transformation
  • Turnkey project setup, land and approvals
Overview

How the practice works.

Not every business decision is a funding decision, though most have a financial answer. Expansion, diversification, pricing, cost structure and restructuring all call for analysis that is rigorous enough for lenders and investors and practical enough to run a business on.

InfinityEdge acts as a senior, independent adviser to founders, promoters and management teams, combining financial modelling and commercial judgement with the ability to see a recommendation through implementation.

Problems we help solve

Situations where this practice is engaged.

Evaluating an expansion

A new plant, product line or market needs a rigorous case before capital is committed.

Lenders require a bankable report

A DPR, CMA data and projections must satisfy credit appraisal and reconcile across documents.

Margins under pressure

Costs and pricing are not understood well enough to identify the levers that matter.

Unclear profitability by line

Multiple products, units or customers obscure which parts of the business create value.

A transaction or restructuring

A joint venture, tie-up or restructuring needs financial structuring and diligence.

Systems that no longer fit

Finance processes and ERP have not kept pace with the scale and complexity of the business.

Advisory capabilities

What the practice covers.

The full scope of the practice, available individually or as part of a wider mandate.

Business strategy and growth planning

Strategic options, priorities and a financed plan for growth.

Financial planning and analysis

Budgets, forecasts and variance analysis that inform management decisions.

DPRs and feasibility studies

Detailed project reports and feasibility analysis for new and expanding projects.

CMA and bankable projections

Credit monitoring data and projected financials prepared to lender requirements.

Capital expenditure appraisal

IRR, NPV, payback and sensitivity analysis for investment decisions.

Business plans and financial modelling

Integrated models for planning, fundraising and board decisions.

Unit economics and profitability

Contribution, margin and customer or product level economics.

Cost optimisation

Structured review of cost base and operating efficiency.

Revenue improvement and commercial strategy

Pricing, mix and channel analysis to improve revenue quality.

Financial restructuring

Re-profiling of capital structure, obligations and entity arrangements.

Transaction advisory

Financial structuring, diligence and negotiation support for tie-ups and JVs.

Business performance evaluation

Independent review of performance against plan and peers.

ERP and finance process transformation

Requirement mapping, chart of accounts and migration support.

Expansion and diversification advisory

Financial evaluation of new geographies, products and business lines.

Turnkey project advisory

Concept to commissioning: location and capacity decisions, industrial land allotment through state development corporations, regulatory approvals, funding and incentives, and implementation oversight.

Types of clients served

Who engages us.

Founders at an inflection point

Deciding how to scale, what to fund and where to focus.

Promoters planning expansion

Evaluating new capacity, diversification or an entry into adjacent businesses.

Established companies

Addressing margin pressure, restructuring or a change in capital structure.

Management teams of growth businesses

Needing independent analysis to support board and investor decisions.

Companies facing lender or investor scrutiny

Requiring bankable reports and models that withstand review.

Promoters setting up new plants

New plants or expansion into another state, from MSME to large scale.

Engagement process

From assessment to outcome.

Stages are adapted to the mandate. Milestones are agreed at the outset and vary with the nature of the engagement.

01

Diagnosis

Framing of the question, review of the business and agreement on scope and outputs.

02

Analysis and options

Financial modelling and evaluation of alternatives, with the assumptions made explicit.

03

Recommendation and plan

A clear recommendation, supported by the numbers and a plan for execution.

04

Implementation support

Support through execution, lender or investor presentation and follow-up reviews where required.

Deliverables

Typical mandate outcomes.

Strategy and growth plan
DPR or feasibility report
Financial model, CMA data and projections
Capex appraisal with sensitivity analysis
Profitability and cost review
Restructuring or transaction structuring paper
ERP and finance-process roadmap
Turnkey project plan covering location, land, approvals, funding and commissioning oversight

Weighing an expansion or restructuring?

Outline the question and a partner will discuss how the analysis could be approached.